+69.2%
VEA vs DOCU
+91.1%
-21.8%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.0% | -1.8% | -3.6% |
| 7D | -3.2% | -3.2% | 0.0% | -3.1% |
| 30D | -4.1% | +15.7% | -19.8% | -4.9% |
| 3M | -5.5% | +37.3% | -42.8% | -7.5% |
| 6M | -0.4% | +63.1% | -63.5% | -3.8% |
| YTD | +10.2% | +15.4% | -5.2% | +9.5% |
| 1Y | +15.3% | +11.3% | +4.0% | +14.9% |
| All | +69.2% | +91.1% | -21.8% | +53.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded DOCU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling